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Personal Insurance Advisor

2 months ago

Milton, Ontario, Canada BrokerLink Insurance Full time

Job Title: Personal Insurance Advisor

Company: BrokerLink

Job Description: We are seeking a highly motivated and customer-focused Personal Insurance Advisor to join our team in Milton, Ontario. As a key member of our team, you will be responsible for providing exceptional service to our clients, advising on insurance matters, and growing our business through new sales and retention efforts.

About Us: BrokerLink is a leading insurance brokerage with over 200 offices across Canada. We are committed to creating a diverse and inclusive work environment that values our team members and customers. Our mission is to provide exceptional service and support to our clients, and we are looking for like-minded individuals to join our team.

Key Responsibilities:

  • Service ongoing client needs, advise on insurance matters, conduct needs assessments, recommend solutions, and answer inquiries
  • Sell new policies and write new business to existing or new clients, retain existing book of business
  • Quote new business through outbound call initiatives, introductory letters, and receive walk-in clients
  • Contact underwriters and adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals
  • Keep current on underwriting rules and workflow processes
  • Actively participate in training initiatives
  • Participate in community marketing initiatives
  • Process account receivable activities
  • Provide guidance and assistance as requested

Requirements:

  • High school and/or post-secondary education
  • Minimum 1-year personal insurance experience preferred
  • RIBO license preferred
  • Exposure to Epic is an asset
  • Strong customer focus
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Ability to pass a criminal background check and credit check

Perks of Working with Us:

  • Flexible health and dental insurance benefits package
  • Personal spending amount to invest in your healthy lifestyle
  • RRSP - Registered Retirement Savings Plan with company matching
  • ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
  • 'Dress for your day', dress according to your daily schedule
  • Competitive compensation package with bonus aspect
  • Employee discount program, including Apple, Bell, Rogers, and more
  • Paid time off in the form of: personal days, volunteer days, exam/study time, jury duty, and starting at 3 weeks of vacation per year
  • Working for an employer who is regularly recognized as one of Canada's best employers

We are an equal opportunities employer and are committed to creating a diverse and inclusive work environment. We thank all applicants for their interest, but only those selected for an interview will be contacted.